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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,993 | $148,629+53.4% | $135,982+67.7% | $139,487+63.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 11.44% | 79.33%-67.9pp | 68.32%-56.9pp | 373.84%-362.4pp |
| Employer contribution / active EE | $4,468 | $5,247-14.8% | $4,859-8.0% | $4,755-6.0% |
| Participant deferral / active EE | $9,414 | $8,102+16.2% | $7,760+21.3% | $6,713+40.2% |
| Admin fee / account holder | $5,481 | $12,406-55.8% | $10,767-49.1% | $11,407-52.0% |